Client Solution Specialist

Client Solution Specialist Location Hybrid work in Jacksonville, FL :

Client Solution Specialist The Client Solution Specialist role is responsible to service, inform, and assist the organization's clients while providing an exceptional client experience. Working under limited supervision, the role handles inbound service calls for a targeted client treatment. Key Responsibilities and Duties

• Maintains high quality service to all clients by answering inbound product and service questions and referrals while maintaining ownership and one call resolution.
• Processes bank account openings, money movement such as wire, Zelle, CD maturity, bill pay, account maintenance, and web support.
• Maintains client records by verifying and updating account information.
• Resolves product or service problems in a timely manner by listening, determining the cause of the problem, selecting, and explaining the best solution to solve the problem, expediting the solution, and following up with the client.
• Follows established policies and procedures and reporting needed changes while complying with federal, state, and local banking regulations.Documents customer feedback and complaints.
• Supports continuous improvement by identifying non-urgent or urgent call trends, observations, or common issues; participates in technology, testing, or projects.
• Protects the organization by following risk management protocols and adhering to regulatory requirements. Identifies and promotes the Bank's products to potential and existing customers.

Educational Requirements

• High School Preferred

Work Experience

• No Experience Required; 2+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level 3IC

Hybrid work is a minimum of four days a week, one flexible day for remote work.

Requirements:

Preferred Qualifications

• Customer Service experience within the Financial Services industry
• Contact Center experience.
• Ability to handle client issues in a timely manner.
• Experience processing bank account openings, money movement, Zelle, etc.

Must be able to work the following schedule: Monday through Saturday, off on Sunday and one day during the week. Hours of work: 10am-7pm or 11am-8pm

Posting end date: 5/31/2025

Req Benefits:

EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:

• Medical, dental, vision & HSA/FSA
• 401(k) savings
• Paid holidays & generous PTO
• Additional wellness & voluntary benefits

Additional Company-provided benefit options (subject to plan terms):

• Tuition reimbursement
• Commuter Benefits
• Life and Disability Insurance

Compensation: $25 - $25 Additional Details :

EverBank, N.A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the "Company") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

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